74 lines
3.8 KiB
Markdown
74 lines
3.8 KiB
Markdown
# TODO
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## MVP
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- [ ] Build `public/index.html` -- app shell, header with company name and current check number
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- [ ] Build `public/css/style.css` -- functional, dense layout; ledger table is primary view
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- [ ] Build `public/js/app.js` -- all frontend logic via `fetch()`
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- [ ] Check ledger table -- columns: check #, date, payee, amount, memo, printed status
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- [ ] Ledger: filter by printed / unprinted
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- [ ] Ledger: sort by check number and date
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- [ ] New check form -- fields: payee, amount, date, memo, note1, note2; address fields collapsed by default
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- [ ] New check form -- slide-in panel or modal, not a separate page
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- [ ] Edit mode for unprinted checks (inline or same panel as new check form)
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- [ ] Checkbox selection of 1--3 checks for print; enforce the 3-check maximum in the UI
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- [ ] "Generate PDF" button -- POST to `/api/pdf`, open resulting PDF in a new browser tab
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- [ ] Reprint flow -- allow re-generating PDF for already-printed checks without re-marking (`?mark_printed=false`)
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- [ ] Delete confirmation for unprinted checks
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- [ ] Basic error display for API failures (failed PDF generation, validation errors)
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- [ ] Amount input validation -- numeric, two decimal places, greater than zero
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- [ ] Date input defaults to today
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- [ ] Check number display -- show next check number on new check form (read from account)
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- [ ] Run migration against `Montana Dinosaur Center.mdb` and verify all check records import correctly
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- [ ] Verify PDF output: spot-check field positions against a printed check from the original software
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- [ ] Verify MICR line renders using GnuMICR.otf and lands at correct Y position
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- [ ] Docker Compose smoke test -- confirm app starts, DB initializes, and PDF endpoint responds
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---
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## Post-MVP / Future Features
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These exist in the original ezCheckPrinting software but are intentionally out of scope for MVP.
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### Multi-account support
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- [ ] Account switcher -- the original software has ~14 accounts across TMDC, Lions, District 37, etc.
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- [ ] `account_id` foreign key on `checks` and `layout_fields` tables
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- [ ] Account management UI -- create, edit, delete accounts
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- [ ] Per-account logo and signature image upload
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- [ ] Per-account bank configuration (routing, account number, transit code, company info)
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### Check layout editor
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- [ ] Visual layout editor -- drag or nudge field positions (X/Y in inches)
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- [ ] Per-field font, size, and visibility toggles
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- [ ] Printer offset calibration UI (offset left/right/up/down) for aligning to check stock
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- [ ] Preview panel that reflects layout changes before saving
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### Payee management
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- [ ] Payee address book -- store and recall payee name + address lines
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- [ ] Autocomplete payee field from address book on new check form
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### Check stub
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- [ ] 1-up with stub layout (alternative to 3-up) -- stub fields are already in `layout_fields`
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- [ ] Stub field rendering in PDF service (fields prefixed `Stub` in `layout_fields`)
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### Reporting and ledger features
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- [ ] Date range filter on ledger
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- [ ] Search/filter by payee name
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- [ ] Total amount display for filtered ledger view
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- [ ] CSV export of check ledger
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### Import / migration
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- [ ] Multi-account `.mdb` import -- run migration script per account, associate with account record
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- [ ] Import logo from `.mdb` `Settings` table for accounts that have one (already implemented in script, needs UI trigger)
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### Deposit slips
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- [ ] Deposit slip data model -- deposits table (date, total, line items: source/amount)
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- [ ] Deposit slip PDF generation -- standard bank deposit slip layout
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- [ ] Deposit slip ledger -- list, filter by date range
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- [ ] New deposit form -- slide-in panel, add multiple line items dynamically
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- [ ] Print flow for deposit slips (similar to check flow, mark as printed)
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### Authentication
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- [ ] Basic auth or simple password gate for any deployment that leaves the local network
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